The French arm of the Edmond de Rothschild Group, La Compagnie Financière Edmond de Rothschild is a major actor in private banking and asset management.
The custodian of a name that is both that of a family and the brand for its activities, the bank carries out its business with due respect for the values of creativity, discretion and rigor.
La Compagnie Financière Edmond de Rothschild organises its activities around two strategic axes:
- Private banking offers dove-tailed services and know-how to help families with fortunes and entrepreneurs endeavouring to perpetuate or transfer the fruit of their professional success with the help of wealth engineering, tailored asset management, mergers and acquisitions advisory services that are fully customised for family-owned and corporate businesses, a family office and a life insurance expertise.
- For several years, the range of funds has been broadened significantly thanks to our sustained strategy of product innovation. It now covers the complete spectrum of asset classes from equity funds to fixed income, credit, convertible bond and balanced funds, as well as multi-management (Long Only and diversified funds), structured products, quantitative and hedge funds, and funds of private equity funds.
Both these avenues of strategic development are complemented by the provision of advisory services for large companies.